Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: pezz who wrote (33024)	5/5/2003 1:43:48 AM
From: LLCF	Respond to of 74559

I lived on the West side, not the town itself. DAK

To: pezz who wrote (33024)	5/5/2003 7:54:46 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Last Night’s Report: (a) Got rid of some Asian USD-denominated bond fund units at about recognized 25% capital gain, and converted USD to CAD; (b) Bought Enerplus at average cost of CAD 29.80 uk.finance.yahoo.com (c) Bought NCE Petro Fund at average cost of CAD 10.82 uk.finance.yahoo.com (d) Bought Vermilin at average cost of CAD 12.62 uk.finance.yahoo.com I dropped bond allocation from 20% of gross asset to 18.49%; and raised equity allocation from 16.8% of GA to 17.6%. Energy Royalty allocation is now at 12.5% of total equity allocation (or 2.2% of gross asset). I have been steadily upping my equity exposure, as I said to Maurice I would, to limit dilution by his hero Greensputin and idol Bernankaput. I am buying mostly 'things' and 'stuff', as opposed to 'R&D' and 'marketing'. YTD NAV up 3.36% due mostly to currency movers. 8% for 2003 is in sight. Separating out inactively managed components of allocation, that translates to 16% gain on active managed stuff. Chugs, Jay

To: pezz who wrote (33024)	5/6/2003 3:22:27 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Today's Report: I added SinoPec (Sino PetroChem) finance.yahoo.com at HKD 1.50/shr. First dollop purchased back on in November, 2000 Message 14760610 , along with Petro China finance.yahoo.com (the company Buffett is hot on), at HKD 1.49. Collected HKD 0.17 of dividends along the way. Added another dollop more of shares back in October of 2002 Message 18141229 at HKD 1.21. Why? Sinopec adds more reserve at more controlled bid heat than Petro China, and is 50/50 on oil/gas exploitation-sales/down stream processing (as opposed to 95/5%), more swing to raw material price, etc, and under appreciated. Chugs, Jay

To: pezz who wrote (33024)	5/7/2003 8:12:28 AM
From: TobagoJack	Respond to of 74559

Good morning Pezz, Pre-Market Open Report: I have just received PrimeWest's 2002 Annual Report, and flipped through it before partaking in dinner, but not before calling Hong Kong-based broker afterhours to place limit order in Canada for adding to existing positions in: (a) PrimeWest uk.finance.yahoo.com (b) Vermilion uk.finance.yahoo.com I do not have any VET's annual report; I am accumulating its shares out of demented brew of greed, frenzy, love for all things Canadian, and patriotism for Tobago ;0) I understand you will be relocating from sunny southern California to somewhere with big skies and quite cold. Perhaps you will be using my gas :0) Chugs, Jay

To: pezz who wrote (33024)	5/7/2003 8:55:11 PM
From: TobagoJack	Respond to of 74559

Hi Pezz, Holiday Report: I got my limit order for (b) Vermilion uk.finance.yahoo.com executed at CAD 12.85; ... but am not sure about (a) PrimeWest uk.finance.yahoo.com at CAD 25.15 (original limit, before hot pursuit, at CAD 24.80) Chugs, Jay

To: pezz who wrote (33024)	5/8/2003 8:01:32 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hi Pezz, Post-Holiday Report: I got confirmation that I have added to PrimeWest uk.finance.yahoo.com at CAD 25.15 (original limit, before hot pursuit, at CAD 24.80) Chugs, Jay

To: pezz who wrote (33024)	5/9/2003 11:17:04 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Tonight's Report: I closed out this Oil Services Holders options trade Message 18643019 at USD 0.60/shr and under, netting infinite return over 70 days. I think I like options on holders, synthetic derivative on financial derivative of underlying claims of and aggregate of companies ;0) Benighted Maestro Greensputin is right, derivatives are great, and derivatives on derivatives are even better than great. Chugs, Jay